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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,100 | $136,860-42.2% | $120,344-34.3% | $154,746-48.9% |
| Participation rate | 68.4% | 79.9%-11.5pp | 76.7%-8.3pp | 80.7%-12.3pp |
| Annual return | 6.19% | 21.38%-15.2pp | 20.30%-14.1pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,783 | $5,793-52.0% | $5,135-45.8% | $6,730-58.7% |
| Admin fee / account holder | $33,191 | $15,393+115.6% | $12,742+160.5% | $14,365+131.0% |